Norm is a financial consultant at Casco Bay Wealth Advisors and an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. He graduated with high honors from the University of Maine with a bachelor’s degree in educational sciences and entered the financial services industry in 1994. In 1998, he joined the investment professional team that now makes up Casco Bay Wealth Advisors.
Norm specializes in designing strategies that provide guidance to his individual and corporate clients, with strategies to pursue wealth, minimize risk, minimize taxes, and protect their estates.
Licenses and Registrations
- FINRA Series 7, 63, and 66 securities registrations
- Life and health insurance licenses
Notable
- Qualified for Commonwealth’s Summit Club and/or Winners Circle for the past 11 years*
- Board member of the Boys & Girls Club of Southern Maine
- High honors graduate of the University of Maine
Personal Information
Norm, his wife, and their family currently reside in South Portland, Maine. He enjoys time spent with family and friends, physical fitness, golf, and working around the house.
*Commonwealth recognizes successful advisors based on a ranking of annual production among Commonwealth’s network of 1,710 financial advisors.